See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,664 | $80,717-40.9% | $154,803-69.2% | $84,808-43.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.15% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,503 | $2,761+99.3% | $4,305+27.8% | $2,631+109.2% |
| Participant deferral / active EE | $2,961 | $3,303-10.4% | $5,540-46.6% | $4,212-29.7% |
| Admin fee / account holder | $165 | $6,746-97.6% | $14,329-98.8% | $7,344-97.8% |